芯片股跌幅扩大,英伟达跌超5%,大摩称半导体周期即将见顶

老虎资讯综合
03 Sep 2024

周二盘初,美股芯片股跌幅扩大,截至发稿,英伟达跌超5%,美光、台积电跌超4%。摩根士丹利股票分析师Shawn Kim及其团队发布报告称,半导体行业已经进入后期周期,即将见顶。

英特尔跌超4.5%,总市值不足千亿美元。消息面上,有分析师表示,由于英特尔股价欠佳表现,该公司很可能会被道琼斯工业平均指数除名。今年,英特股价累计下跌了超55%,使其成为该指数中表现最差的公司。

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